Question: I’m stuck trying to set up Zoho territories setup and assigning based on Geographic Locations at the Leads Level in Zoho. I am a single user and need to sort and prospect the leads based on their geographic location. I am in Melbourne, Australia and Propose to set up 5 Regional territories and 7 metropolitan territories. What is your advice for the simplest way to set up regions and territories in Zoho so I can prospect efficiently?
Answer: The client asked for this to be answered privately. If you’ve got a similar question and need paid advice, get in touch.
Scheduling jobs efficiently is one of the biggest challenges for any service business, especially when managing a team of technicians or field workers. How can I set up a system that allows me to create job schedules without overlapping appointments or missing out on important tasks? I’ve tried manual scheduling methods, but they seem to …
Further details of question: I’m looking to outsource my admin by hiring a virtual assistant via Upwork. What types of software should I use so they can do the following tasks: Manage calendar Create, submit and follow up on invoices Transcribe meeting notes Monitor emails for follow up Help to source contractors as requires- for …
We’ve done some research into modern ways to track ongoing subscription payments for software and three choices to reseaerch further are: Cardlife (apply for a business mastercard that links to the app). Pricing starts at $49 per month Bobby 2 (download iOS app for free and pay for in-app upgrades) Truebill (an app that connects …
Zoho help needed for mapping CRM territories
Question: I’m stuck trying to set up Zoho territories setup and assigning based on Geographic Locations at the Leads Level in Zoho. I am a single user and need to sort and prospect the leads based on their geographic location. I am in Melbourne, Australia and Propose to set up 5 Regional territories and 7 metropolitan territories. What is your advice for the simplest way to set up regions and territories in Zoho so I can prospect efficiently?
Answer: The client asked for this to be answered privately. If you’ve got a similar question and need paid advice, get in touch.
Related Posts
How Can I Efficiently Schedule and Manage Jobs for My Service Business Without Overlapping Appointments?
Scheduling jobs efficiently is one of the biggest challenges for any service business, especially when managing a team of technicians or field workers. How can I set up a system that allows me to create job schedules without overlapping appointments or missing out on important tasks? I’ve tried manual scheduling methods, but they seem to …
What software should I use for outsourcing my admin work?
Further details of question: I’m looking to outsource my admin by hiring a virtual assistant via Upwork. What types of software should I use so they can do the following tasks: Manage calendar Create, submit and follow up on invoices Transcribe meeting notes Monitor emails for follow up Help to source contractors as requires- for …
Is there an app to track business SaaS subscriptions?
We’ve done some research into modern ways to track ongoing subscription payments for software and three choices to reseaerch further are: Cardlife (apply for a business mastercard that links to the app). Pricing starts at $49 per month Bobby 2 (download iOS app for free and pay for in-app upgrades) Truebill (an app that connects …